Gaylan Hendricks on Effective Cross-Selling

Gaylan Hendricks has a proven track record of setting records and creating unique products for our industry.

She is the creative force behind the Aetna Cancer plan and the super popular Manhattan Life dental/vision/hearing plan, among others.

Gaylan came to Charleston to talk with our folks about how and why to bring up these critically important topics.

     


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5-10-21 Office Meeting | Growth Update & National General Med Supp

Medicare Growth Update April 2021

Growth Updates, Russian Hackers, National General Medicare Supplement Review, and LIVE Charleston Agent Event..

This is our internal office meeting from May 10, 2021:

See the video:<[email protected]@>

     


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4-12-21 Meeting -NEW OPPORTUNITY

With updates to our internal process and a new product offering, making it much easier to help those who are choosing Medicare Advantage plans.

This is our internal office meeting from April 12, 2021:

See the video:<[email protected]@>

     


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24-Year-Old Wrote 11 Cases Last Week, This is How:

This is an interview with Hunter. He lives in Ohio and sells 100% by telephone in multiple states.

Hunter talks about his lead generation method and what he says on the phone.

He came from a background with a Cancer insurance-focused agency and talks about his approach with that, too.

From how he schedules his day to how he unwinds at the end of the week, Hunter tells all in this informative and inspiring interview:

&

     


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Cross Selling on the Phone

Here is a recent example of cross-selling where a client needs additional items besides just the Medicare Supplement, and this is one example of how it can be done successfully… hear the call:   {“@context”: “http://schema.org”,”@type”: “VideoObject”,”name”: “Eugene Cross Selling”,”description”:…

     


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Aetna’s Visit

9-27-18 Aetna reps came to visit our office to discuss their new products, specifically the Hospital Indemnity Flex (a perfect counterpart to MAPD plans) and their new Dental+Vision+Hearing plan. <[email protected]@> We had questions, they had answers. Part 1 – DVH…

     


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Mutual of Omaha Sales Leaders Trip 2018

The Mutual of Omaha Sales Leaders trip for 2018 was awesome. We went to Milan, Italy the week before and then met the Mutual trip folks in Killarney, Ireland right after spending St. Patrick's Day in Dublin. What a trip…

     


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March 2018 Medicare Update


After a meeting in Palm Springs with some top producers, I came away with some good news for those in the Medicare business.
On location in San Diego, here's my update on the industry and what's coming.

Remember, we can write a Medicare Supplement up to 6 months prior to their Part B start date.
Some notable exceptions to these include carriers that do not allow it (see your Agent Guides).
We know these to be Anthem, Humana, and Cigna (90 days).

What do you use when they have no Medicare card yet and you're writing a T65 application? See below!

See the video:

     


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Questions and Answers on Medicare Marketing

Over the last week, I requested questions from members on topics in their business where the answers could help others. In this video, my friend Eugene and I did our best to answer them based on our experience thus far….

     


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Mutual of Omaha Cancer Plan Webinar

This is the new (in 2017) Critical Advantage Portfolio webinar. This plan from Mutual of Omaha covers Cancer, Heart Attack, and Stroke. This plan is unique in that it also covers Alzheimer's Disease. The Critical Illness (comprehensive) policy can be…

     


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Cross Selling Brings BIG Money per Case

Instead of a case that would pay $269.69, this video shows how the commission, first year, is $1,067.70 because CJ asked told of the availability of the cancer plan. He asked about heart attack/stroke coverage, and he asked about life coverage.

This sweet lady was used to paying $700 per month for her employer plan that had restrictions, networks, and co-pays. Now, she has a MUCH better plan (Plan G), lump sum coverage for Cancer, Heart Attack or Stroke, AND permanent Life Insurance coverage locked in now at the age of 64.

The is in a much better position, fully covered, and happy with her new security and price.

See the video:

Perfect example of a great cross sell.

CIGNA's electronic application makes this point and click easy without having to re-enter the client's information again in multiple applications.

Decades ago, companies like McDonald's learned that if you merely asked, “Would you like fries with that?” that a significant amount of people WOULD. Their profit is all in the extras..just like the movie theaters. They make nothing on the ticket sales. It is all on concessions.

This is good coverage, provides peace of mind, and because of a process like this, helps the agent to make additional income by taking care of clients in a meaningful way.

Learn how to sell cancer policies, etc. at:
http://MedicareAgentTraining.com

Medico new travel bonus- webinar

This is an updated Medico webinar covering all of their available plans, their online enrollment process, and their new travel benefit for agents – this is an awesome rewards program. Cancer plans are a HUGE part of senior marketing and…

     


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CIGNA Webinar on Cancer, Heart Attack, and Stroke

CIGNA (ARLIC) webinar on their Cancer, Heart Attack, and Stroke indemnity plan that can be sold in conjunction with their Medicare Supplements, all 100% online by phone. Webinar was held on 4/29/13….

     


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